Bob Phelan.jpg

Bob Phelan

Subject Matter Expert

Bob Phelan is a Subject Matter Expert for Reference Point with extensive global risk management experience as a senior executive, board member, and quantitative systems leader covering consumer, commercial, asset management, and strategic opportunities.

In prior roles, Bob served as the Chief Operational Risk Officer and Head of Enterprise Risk Management for American Express.  He built market/credit risk functions at both Nomura Securities and American Express, led Operational Risk functions and Basel modeling at American Express, and designed data models to support Fraud, Information Security, Privacy, Big Data Analytics, Compliance, and Risk.

Bob is a Chartered Financial Analyst who also holds a M.B.A. in Accounting from University of Connecticut School of Business, a M.A. in Mathematics and Statistics from Cornell University, a B.S. in Applied Mathematics from Villanova University, and an Advanced Professional Certificate in Quantitative Finance from NYU Stern Graduate School of Business.